Sage 100

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How is everyone tracking Sales tax discrepancies?

Posted By isaacs17 over 9 years ago

We currently use Sage 100 as a POS system, as well as our accounting software. Accounting is the only department that can set up a tax schedule for new customers in customer maintenance, but the sales team has discretion for tax schedules on all ship to addresses and sales orders they create. After finding many discrepancies for 2014, we have created a couple of crystal report 'alerts' emailed daily for any tax status/schedule discrepancies on open sales orders, or between tax schedule and tax status on 'ship to' codes. It is our hope that these alerts prohibit any orders from invoicing as exempt when we should be collecting tax, but I am still skeptical. How does everyone else track sales tax discrepancies?

0 TomTarget over 9 years ago

Not totally clear on what the nature of the discrepancies you are trying to catch are.

I think you are saying that you are trying to catch where a customer is set up for a specific tax schedule and someone overrides it to a different schedule (or exempts it). If so, I think you have the right idea. An expansion of this could be to use Knowledgesync to look for the mismatches on a regular basis (you could do it hourly or more often if you wish to notify of exceptions). Or you could do a script that would cause a pop up that would get is people's face as they enter the order.

If you are concerned with the tax schedule being the wrong one for the address, Avatax is a good bet.
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Sage 100

How is everyone tracking Sales tax discrepancies?

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